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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-03 |
Branch Locations
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 11/2013 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2023 |
| B.B. Graham & Company, Inc | Orange | CA | 10/2024 | 05/2025 |
| American Independent Securities Group Llc | Eagle | ID | 06/2025 | Present |
| International Assets Investment Management, Llc | Westfield | IN | 05/2023 | 09/2024 |
| International Assets Advisory, Llc | Westfield | IN | 05/2023 | 09/2024 |
1. BYRER WEALTH MANAGEMENT LLC ; INVESTMENT RELATED; 226 WEST TANSEY CROSSING, WESTFIELD, IN 46074; PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS; PRESIDENT/CEO; SINCE 5/2023; APPROX 40 HRS/MO INCLUDING MARKET HOURS; SALES AND ADMIN FUNCTIONS FOR FINANCIAL BUSINESS 2. INSURANCE LICENSE, INVESTMENT RELATED, 226 WEST TANSEY CROSSING, WESTFIELD, IN 46074, INSURANCE SALES - TRADITIONAL LIFE, FIXED ANNUITIES; POSITION: LIFE AGENT; START DATE: 05/2023; HRS/MO: 80, HRS DURING SECURITY HOURS: 80, DUTIES: DETERMINE CUSTOMER NEEDS FOR SALES OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-28 |
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